BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
991
302
$11K ﹤0.01%
300
303
$11K ﹤0.01%
692
304
$11K ﹤0.01%
209
+1
305
$11K ﹤0.01%
750
306
$11K ﹤0.01%
270
307
$10K ﹤0.01%
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308
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334
-400
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$10K ﹤0.01%
918
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207
+2
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$10K ﹤0.01%
100
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80
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$10K ﹤0.01%
550
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$10K ﹤0.01%
200
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$9K ﹤0.01%
660
-280
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500
-500
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200
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+5
321
$9K ﹤0.01%
348
322
$9K ﹤0.01%
190
323
$8K ﹤0.01%
66
324
$8K ﹤0.01%
299
+3
325
$8K ﹤0.01%
36
+1
11 12
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